OFC Financial Planning’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.21M	Sell	35,366 -51	-0.1%	-$3.18K	2.34%	8
2025 Q1	$2.09M	Buy	35,417 +1,578	+5%	+$93K	2.36%	8
2024 Q4	$1.68M	Buy	+33,839	New	+$1.68M	1.77%	12